Workspace & Account

Your workspace, your team and your account

Set up the workspace your production budgets live in, bring your team in, and keep your own account in order. These articles cover the first steps after signing up, inviting colleagues and freelancers, joining a workspace you were invited to, switching between workspaces, and removing or handing over access when a job wraps.

They are for producers and the Admins who run the team. They answer how to invite people, how to leave a workspace or hand over the Admin role, how to keep two companies apart, which language Splinde uses, and how to change your profile or delete your account.

Your workspace

I just signed up. What do I set up first?

Name your workspace, invite your team and create your first Project, and every budget after that has a home and the right people around it.

I belong to two workspaces. How do I switch between them?

Click the workspace name at the top of the sidebar and pick the other workspace. Splinde opens it and remembers it as your default.

We run two companies. How do I keep their jobs apart?

Use one Project per company or client so each team only sees its own budgets. Several separate workspaces are part of the Enterprise plan.

Can I use Splinde in German or French?

The interface is in English. What you type, from Section names to offer text, stays in your language, so documents go out in German or French.

Users & invites

How do I add my team to Splinde?

An Admin opens Settings, Team, Invite new Member, adds one address per row with a role, and sends. Each colleague joins from the email.

I was invited. How do I join the workspace?

Click the button in the invitation email and sign in with the address it was sent to. The workspace opens with your role already set.

How do I remove someone from the workspace?

An Admin opens Settings, Team, the person's row menu and Remove User. Their budgets stay where they are and their seat is free straight away.

How do I leave a workspace?

Open Settings, Your Workspaces and click Leave Workspace. The last Admin first promotes someone else, or deletes the workspace if they are alone.

Your account

How do I change my name or profile picture?

Open Settings, Your Profile to change your first name, last name and profile picture. Changes save as soon as you leave the field.

How do I delete my Splinde account?

Open Settings, Your Profile, Delete Account and hold the confirm button. If you are a workspace's only Admin, hand that role on or delete the workspace first.

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